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LTC Properties
LTC Properties (LTC) investor relations material
LTC Properties Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
The company is undergoing a significant transformation from a lower-growth triple net REIT to a faster-growing, SHOP-focused REIT, aiming for superior multi-year earnings and shareholder returns.
SHOP investments since May 2025 totaled $565M, with $353M in acquisitions and $212M in conversions; further $58M in SHOP conversions planned for 2026.
By end of 2025, SHOP comprised 25% of investments and is expected to reach 45% by end of 2026, representing 40% of NOI.
Strategic reduction in skilled nursing and loan exposure, with SNF and loans projected to be under 30% and 10% of the portfolio, respectively, by end of 2026.
Transformation expected to be complete by end of 2026, positioning for accelerated growth in 2027.
Financial highlights
Gross investments reached $2.40B as of December 31, 2025, up from $2.09B in 2024.
Net income for 2025 was $123.9M, up from $94.9M in 2024; diluted EPS for 2025 was $2.11.
Core FFO per share improved to $0.70 in Q4 2025 and $2.73 for 2025; Core FAD per share improved to $0.73 in Q4 2025.
Debt to annualized adjusted EBITDA for real estate at 4.5x; Fixed Charge Coverage Ratio at 4.4x.
Liquidity stands at $810M pro forma, with minimal near-term debt maturities.
Outlook and guidance
2026 Core FFO per share guidance: $2.75–$2.79; Core FAD per share: $2.82–$2.86.
Q1 2026 Core FFO per share expected at $0.66–$0.68; Core FAD at $0.68–$0.70.
2026 SHOP NOI guidance: $65.1M–$77.2M; SHOP NOI margin expected at ~27.5%.
SHOP acquisitions guidance for 2026: $400M–$800M.
Projected 14% NOI growth for SHOP properties in 2026 over 2025 pro forma.
Detail path to 45% SHOP portfolio by 2026 end
Expected unlevered IRR for 2026 SHOP investments?
Future target for skilled nursing portfolio %?
What drives SHOP NOI growth post-stabilization?
How does LTC maintain 7% SHOP acquisition yields?
What SNF/loan risks does SHOP transformation mitigate?
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Latest events from LTC Properties
- Q2 net income rose to $19.7M, with strong FFO, liquidity, and active portfolio management.LTC
Q2 20242 Feb 2026 - Q3 net income, FFO, and liquidity rose, with portfolio moves and deleveraging fueling growth.LTCQ3 202418 Jan 2026
- 2024 net income was $94.9M, with RIDEA strategy fueling growth and strong liquidity.LTCQ4 202423 Dec 2025
- Proxy covers director elections, compensation, auditor ratification, and share authorization increase.LTCProxy Filing1 Dec 2025
- 2025 proxy seeks approval for board elections, executive pay, auditor, and share increase.LTCProxy Filing1 Dec 2025
- Key votes include director elections, say-on-pay, auditor ratification, and share increase.LTCProxy Filing1 Dec 2025
- Core FFO rose to $0.65 as SHOP transitions and joint ventures offset lower net income.LTCQ1 202524 Nov 2025
- 2025 guidance raised as $400M in investments set to double SHOP portfolio and drive growth.LTCQ2 202523 Nov 2025
- SHOP expansion, acquisitions, and asset sales drive raised guidance and portfolio growth.LTCQ3 202513 Nov 2025
Next LTC Properties earnings date
Q1 20265 May, 2026
LTC Properties
Next LTC Properties earnings date
Q1 20265 May, 2026
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Amina0781App Store
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@theshortbearx.com
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